Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-06-24 05:42Group 1 - The "5th China International Solid-State Battery Technology Conference and 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition" will be held in Hefei on June 19-20, 2025, focusing on solid-state battery technology and industry chain development [1] - CATL's 21C Innovation Laboratory published research results on lithium metal batteries in "Nature Nanotechnology," promoting the scaling application of solid-state batteries [1] - Several companies have disclosed advancements in solid-state battery materials and equipment, including silicon-carbon anodes, solid electrolytes, and dry film forming equipment, indicating a deepening industrial layout [1] Group 2 - Western Securities noted that domestic solid-state battery capacity construction is accelerating, with Ruigu New Materials' first phase of the sulfide solid electrolyte factory officially in production, and the second phase of the thousand-ton capacity construction is underway, expecting exponential growth by 2028 [1] - The rapid development of electric vehicles, humanoid robots, and eVTOLs, combined with stricter battery safety standards, is likely to accelerate the industrial application of solid-state batteries [1] - In May, the export value of inverters from China to Asia reached $313 million, a year-on-year increase of 27.92% and a month-on-month increase of 19.32%, while exports to North America were $41 million, with a year-on-year increase of 5.75% and a month-on-month increase of 44.39% [1] Group 3 - In the wind power sector, the State Power Investment Corporation's second batch of 2.5GW onshore wind turbine procurement opened bidding in 2025, with average prices exceeding 2000 yuan/kW for most segments, indicating a recovery in wind turbine prices and potential improvement in overall profitability [1]